Rodrigo Benedetti (@RodriGo_ethe) header
Rodrigo Benedetti (@RodriGo_ethe) profile picture

Rodrigo Benedetti

@RodriGo_ethe

Say no to multiple arbitrage. https://nitter.cf/t.co/PKZxXdYUJp

Joined May 2011
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  • Followers6.2K
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Photo by Rodrigo Benedetti (@RodriGo_ethe)Photo by Rodrigo Benedetti (@RodriGo_ethe)Photo by Rodrigo Benedetti (@RodriGo_ethe)Photo by Rodrigo Benedetti (@RodriGo_ethe)Photo by Rodrigo Benedetti (@RodriGo_ethe)Photo by Rodrigo Benedetti (@RodriGo_ethe)Photo by Rodrigo Benedetti (@RodriGo_ethe)Photo by Rodrigo Benedetti (@RodriGo_ethe)Photo by Rodrigo Benedetti (@RodriGo_ethe)Photo by Rodrigo Benedetti (@RodriGo_ethe)
Choose compute Choose HBM. Choose CoWoS. Choose X-ray metrology. Choose a fucking big SiC fab. Choose substrates, T-glass substrates. Choose PCBs. Choose a japanese bottleneck and wondering who the fuck you are on a Sunday morning reading about tungsten drills. Choose returns.
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I think people focusing on the bluewave, the AI labs ARR or whatever as an explanation for yesterday are off. This is the hungover of a debt fueled rush to build DCs and subsidize AI (which is great and transformative btw). June was a blow off top, a lot of singals back then.
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The technicals, the leverage in the system was off the charts and loopsided. It wasn't sustainable, and what can't go up goes down. The debt markets closed for good when Fed signaled some tightening, so estimates have to rebase from a level of capex that can financed off OCF.
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I don't think the levered ETF can recover from this in a while
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Rodrigo Benedetti retweeted
PurpleDrinkCapital (@PurpleDrink_LLC) profile picture
PurpleDrinkCapital
@PurpleDrink_LLCNov 5
Welp
SemiAnalysis (@SemiAnalysis_) profile pictureSemiAnalysis
@SemiAnalysis_Sep 20
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Imagine reporting today AH...
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Trust the process
Rodrigo Benedetti (@RodriGo_ethe) profile pictureRodrigo Benedetti@RodriGo_etheMay 21
We need @GavinSBaker to go into a quiet period
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Obvs biased because I am long, but that print deserves going up 50%
Rodrigo Benedetti (@RodriGo_ethe) profile pictureRodrigo Benedetti@RodriGo_etheOct 30
This is my buying APP before next week's earnings. IDK how I am gonna get screwed but I always do when buying charts like that because my fundamental believes say so
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Why is AAPL up 6%?
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Import the third world, become the third world😅
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You know the AI trade is all leverage when even neoclouds are up on AMD beating.
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Rodrigo Benedetti retweeted
David Orr (@orrdavid) profile picture
David Orr
@orrdavidNov 2
Rodrigo's Q3 letter, posted to our new Militia Substck! militiacapital.substack.com/…
Rodrigo’s reflections on the third quarter of 2026

Rodrigo’s reflections on the third quarter of 2026

Disclaimer

content.militia.com
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Rodrigo Benedetti retweeted
Arrakis Global (@ArrakisGlobal) profile picture
Arrakis Global@ArrakisGlobalOct 30
Eurostoxx 600 ex-energy
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This is my buying APP before next week's earnings. IDK how I am gonna get screwed but I always do when buying charts like that because my fundamental believes say so
Image from Rodrigo Benedetti (@RodriGo_ethe)
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Me* ffs
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What tech investors see as the earnings date approaches
Happy Captain (@EODHappyCaptain) profile pictureHappy Captain
@EODHappyCaptainOct 29
The chances of being killed by a landmine delivered by a bear are low, but they are never zero.
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rodrigoethe.substack.com/p/2…
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Let's do some numbers on $CLPT, IRRAS acq has contributed around 7mm revs YTD. Headline growth is 32% taking rev to 35.1mm for the first 9M. That's 8.5mm of growth YTD (7 of which the acquisiton). If we normalize, we get 1.5/26.5 = 5% growth! Guidance of a business booming:
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Guess who capitulated on some cyber stocks today
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Poor Buffett, what they are doing with his baby, not even waiting for him to pass.
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Now people understand why I say that Europe is the only emerging market you need in the portfolio...
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